At a Glance
- Tasks: Join our team to drive sales and manage client relationships in financial services.
- Company: Delta Capita is a global leader in managed services and consulting for financial institutions.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Be part of a fast-growing business with a focus on innovation and client success.
- Qualifications: Experience in sales, client management, and knowledge of financial services is essential.
- Other info: This role is based in London with regular client meetings expected.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for an experienced Sales executive to join our Account & Sales Team within our Client Lifecycle Management (CLM) business line. You will work directly with clients, prospects and business stakeholders and be able to sell professional services and products within the KYC, AML, and onboarding market. You will be responsible for refining, implementing, and running a sales strategy for the CLM business that covers the full range of our offering including Technology solutions, Managed Services, and Resource Augmentation. This is an exciting role as we expand our capabilities globally. The preferred candidate will demonstrate an entrepreneurial spirit with a focused approach as we develop this fast-growing part of our business. This is an individual contributor role reporting to our CLM EMEA Sales Director, utilising the network of the management team, the Delta Capita network, and a hands-on approach. This position is based in London and will be key to our regional growth. We operate under a hybrid work policy, but with the nature of the role, there will be an expectation to be based in our London office with the ability to meet clients on a regular basis.
Key Responsibilities:
- Identify, develop, manage, and close new business opportunities within UK accounts for our Client Lifecycle Management business.
- Identify market opportunities through meetings, networking, and other channels.
- Act as the main point of contact for existing clients, responsible for managing existing client relationships and driving renewal opportunities.
- Understand each customer’s business objectives, challenges, and issues and how we present Delta Capita’s outcome-based solutions to meet these objectives.
- Document and manage dynamic account plans, encapsulating business requirements including white space and clear competitive replacement strategies.
- Internal stakeholder management, ensuring effective communication and coordination across the organisation, with all levels of seniority.
- Work with the wider Sales management team to develop a business plan and go-to-market/demand management initiatives leveraging DC’s organisation to develop core revenues and penetration across the account base.
- Develop a 12-to-24-month pipeline of qualified incremental business opportunities.
Required Experience:
- Extensive experience in sales and managing client relationships.
- Proven ability to gain new logos and strong new business development background.
- Experience of working in or with financial institutions, with a focus on Client Lifecycle Management activities.
- Experience working for, or closely with, service providers to Financial Services customers.
- Knowledge and experience of the sales lifecycle, including RFPs, contracts, proposals, and pricing.
- Knowledge of key sales disciplines – Salesforce, MEDDIC, unsolicited proposals, partner leverage, deal sheets, etc.
- Proven ability to manage multiple lengthy and complex sales cycles.
- Proven ability to manage net new business as well as develop existing business opportunities.
- Have an interest, market opinion and existing understanding of the financial industry sector, including market dynamics and competitive landscape.
Required Skills:
- Excellent interpersonal and communication skills.
- Commercially driven experience and demonstrable results.
- Self-managed – energetic, flexible, and capable of operating remotely.
- Responsive to customers' business needs and clear focus on maintaining excellent customer service.
- Accurate reporting skills, presentation skills, and attention to detail.
Desired:
- KYC experience, working in or with financial and banking institutions.
Delta Capita is an equal-opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments during your interview process, please use the designated space within the application questionnaire. This position is located in London with hybrid working requirements. Noting the nature of the role, there will be an expectation to be based in our London office with the ability to meet clients on a regular basis. As the selection and interview process is ongoing, please submit your application in English as soon as possible. If your profile is selected, a member of our team will contact you. For this role, a valid work authorisation for the UK is mandatory.
Delta Capita Group (a member of the Prytek Group) is a global managed services, consulting, and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain, providing technology-based mutualised services for financial institutions for non-differentiating services.
Sales & Account Management Executive - Financial Services employer: Delta Capita
Contact Detail:
Delta Capita Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales & Account Management Executive - Financial Services
✨Tip Number 1
Network actively within the financial services sector. Attend industry events, webinars, and conferences to meet potential clients and stakeholders. Building relationships in this space can give you a significant edge when applying for the Sales & Account Management Executive role.
✨Tip Number 2
Familiarise yourself with the latest trends and challenges in Client Lifecycle Management (CLM). Understanding the current market dynamics will not only help you in interviews but also demonstrate your genuine interest in the role and the company.
✨Tip Number 3
Prepare to discuss your previous sales successes in detail. Be ready to share specific examples of how you've developed client relationships and closed deals, particularly in the financial services sector, as this will showcase your relevant experience.
✨Tip Number 4
Research Delta Capita's offerings and recent developments. Being knowledgeable about our services and how they fit into the financial landscape will allow you to engage more effectively during discussions and show that you're aligned with our mission.
We think you need these skills to ace Sales & Account Management Executive - Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales and client relationship management, particularly within financial services. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial spirit and your understanding of the Client Lifecycle Management market. Mention specific achievements in sales and how they relate to the responsibilities outlined in the job description.
Highlight Relevant Skills: Emphasise your knowledge of the sales lifecycle, including RFPs and proposals, as well as your experience with tools like Salesforce. This will show that you have the necessary skills to succeed in this role.
Showcase Your Industry Knowledge: Demonstrate your understanding of the financial industry and its dynamics in your application. Mention any relevant experience or insights you have regarding KYC, AML, and onboarding processes to strengthen your application.
How to prepare for a job interview at Delta Capita
✨Know Your Financial Services
Make sure you have a solid understanding of the financial services sector, especially KYC and AML processes. Familiarise yourself with current market dynamics and competitive landscapes to demonstrate your expertise during the interview.
✨Showcase Your Sales Strategy Skills
Be prepared to discuss your approach to developing and implementing sales strategies. Highlight any successful strategies you've executed in the past, particularly those that led to new business opportunities or client retention.
✨Demonstrate Relationship Management
Since this role involves managing client relationships, be ready to share examples of how you've successfully built and maintained relationships with clients. Discuss your methods for understanding their needs and driving renewal opportunities.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage complex sales cycles. Think of specific examples where you've navigated challenges in sales or client management and be ready to explain your thought process.